BRONSON POINT MANAGEMENT LLC Information

1960 BRONSON ROAD, FAIRFIELD, Connecticut, 06824, (203) 292-2800

Report Date: 03/31/2015

Position Statistics

Total Positions 72
New Positions 19
Increased Positions 34
Decreased Positions 38
Positions with Activity 72
Sold Out Positions 21
Total Mkt Value (in $ millions) 962

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 9.61%
Capital Goods 5.46%
Conglomerates
Consumer Cyclical 7.33%
Consumer/Non-Cyclical 12.81%
Energy 0%
Financial 11.01%
Healthcare
Services 38.71%
Technology 3.21%
Transportation
Utilities 0%

34 INCREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TYSON FOODS INC CL A 53,134 22,066 71.02 1,237,700
CIT GROUP INC COM NEW 46,781 20,293 76.61 1,002,800
B/E AEROSPACE INC COM 45,395 14,979 49.25 839,800
YAHOO INC COM 37,994 19,863 109.56 964,800
ALLY FINL INC COM 33,904 2,509 7.99 1,491,600
BURLINGTON STORES INC COM 33,621 10,000 42.34 654,750
ROYAL CARIBBEAN CRUISES LTD COM 32,237 18,844 140.71 409,200
G-III APPAREL GROUP LTD COM 32,069 18,793 141.55 444,728
MEADWESTVACO CORP COM 30,207 618 2.09 625,400
COMCAST CORP NEW CL A 27,211 27,211 New 436,500
CBS CORP (CLASS B) CL B 25,756 5,874 29.55 463,900
MEAD JOHNSON NUTRITION CO COM 24,265 12,650 108.92 267,000
REALOGY HLDGS CORP COM 22,858 8,887 63.62 477,100
NORDSTROM INC COM 20,019 6,190 44.76 266,500
AMAZON COM INC COM 17,902 17,902 New 40,900
SIGNET JEWELERS LIMITED SHS 17,737 17,737 New 140,000
ROVI CORP COM 17,162 6,912 67.44 1,070,600
LIONS GATE ENTMNT CORP COM NEW 15,458 15,458 New 418,700
ULTA SALON COSMETCS & FRAG INC COM 14,873 14,873 New 95,200
AXIALL CORP COM 10,418 10,418 New 305,500


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